+120.7%
GOOGL vs OVV
+34.1%
+86.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +0.8% |
| 7D | +1.8% | -16.7% | +18.4% | +3.2% |
| 30D | -18.8% | -1.5% | -17.3% | -18.8% |
| 3M | -20.3% | +1.6% | -21.9% | -20.7% |
| 6M | -28.4% | +2.0% | -30.4% | -28.8% |
| YTD | -8.8% | +56.8% | -65.6% | -16.3% |
| 1Y | +0.3% | +64.8% | -64.6% | -9.0% |
| 3Y | +120.7% | +38.3% | +82.5% | +96.2% |
| All | +120.7% | +34.1% | +86.6% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling